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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2126
Capital Advisors Ltd
Ohio
$285K – – –
TAFW
2127
Tred Avon Family Wealth
Maryland
$285K +$276K +3,400 New
CAM
2128
Cozad Asset Management
Illinois
$285K -$39.6K -488 -13%
TFA
2129
Tobias Financial Advisors
Florida
$284K +$29.8K +368 +12%
JWM
2130
Johnson Wealth Management
North Dakota
$283K +$273K +3,371 New
CAM
2131
Claret Asset Management
Quebec, Canada
$282K – – –
FM
2132
Foster & Motley
Ohio
$282K +$29.9K +369 +12%
SWRP
2133
Summit Wealth & Retirement Planning
California
$282K – – –
EIA
2134
Edgemoor Investment Advisors
Maryland
$281K +$35.3K +435 +15%
WF
2135
Whelan Financial
California
$281K +$272K +3,353 New
IFA
2136
Index Fund Advisors
California
$281K +$272K +3,353 New
ETS
2137
ESL Trust Services
New York
$281K +$15.4K +190 +6%
PSP
2138
Pacific Sage Partners
Washington
$280K -$162 -2 -0.1%
DP
2139
Denver PWM
Colorado
$280K – – –
EFG
2140
Embree Financial Group
Illinois
$279K +$10.2K +126 +4%
CPCP
2141
Cedar Point Capital Partners
Iowa
$279K -$2.03K -25 -0.7%
CA
2142
Crewe Advisors
Utah
$278K +$269K +3,318 New
CFA
2143
Capstone Financial Advisors
Illinois
$278K +$6.89K +85 +3%
VC
2144
Veery Capital
Delaware
$278K -$1.22K -15 -0.5%
TAP
2145
Tounjian Advisory Partners
Florida
$278K -$163K -2,010 -38%
TWP
2146
Tempus Wealth Planning
California
$278K – – –
WCM
2147
Washington Capital Management
Washington
$277K – – –
YWM
2148
Yukon Wealth Management
Kansas
$276K +$8.76K +108 +3%
HA
2149
HC Advisors
Georgia
$275K +$81 +1 +0%
AWA
2150
Acorn Wealth Advisors
Michigan
$275K -$29.6K -365 -10%
84 85
86
87 88